Current Value of Holding

$8.78M

Shares

234k

% of Portfolio

0.02%

Average Buy Price

$45.6

Avg closing price
Price range

27 Jeremy Grantham H&R Block Trades

Jeremy Grantham's position in H&R Block is currently worth $8.78M. That's 0.02% of their equity portfolio (262nd largest holding). The first H&R Block trade was made in Q2 2013. Since then Jeremy Grantham bought shares thirteen more times and sold shares on thirteen occasions. The investor's estimated purchase price is $10.7M, resulting in a loss of 18%.

Avg closing price
Price range
Sold 2.7% shares (-6.39k shares) Q1 2026
Avg closing price $36.08
Price range $28.34 - $45.08
Sold 10.0% shares (-26.7k shares) Q4 2025
Avg closing price $46.67
Price range $41.25 - $52.59
Increased shares by 173.2% (+170k shares) Q3 2025
Avg closing price $52.86
Price range $49.28 - $56.76
Sold 64.2% shares (-175k shares) Q2 2025
Avg closing price $57.78
Price range $54.32 - $63.04
Increased shares by 67.7% (+110k shares) Q1 2025
Avg closing price $53.48
Price range $49.96 - $55.97
Sold 8.7% shares (-15.4k shares) Q4 2024
Avg closing price $58.66
Price range $52.13 - $63.39
Increased shares by 11.5% (+18.4k shares) Q3 2024
Avg closing price $59.61
Price range $52.99 - $66.60
Sold 10.5% shares (-18.7k shares) Q1 2024
Avg closing price $47.51
Price range $45.44 - $50.49
Sold 24.5% shares (-57.8k shares) Q4 2023
Avg closing price $44.57
Price range $40.86 - $48.95
Sold 2.2% shares (-5.28k shares) Q3 2023
Avg closing price $36.92
Price range $31.07 - $43.09
Increased shares by 47.0% (+77.3k shares) Q2 2023
Avg closing price $32.30
Price range $28.87 - $35.45
Increased shares by 520.6% (+138k shares) Q1 2023
Avg closing price $36.98
Price range $33.24 - $39.75
New holding (+26.5k shares) Q4 2022
Avg closing price $40.64
Price range $36.51 - $43.71
Sold -37.1k shares Q2 2021
Avg closing price $23.67
Price range $21.86 - $26.19
Sold 54.8% shares (-45k shares) Q1 2021
Avg closing price $18.90
Price range $15.66 - $21.80
Sold 72.5% shares (-217k shares) Q4 2020
Avg closing price $17.27
Price range $15.16 - $19.18
Increased shares by 59.1% (+111k shares) Q3 2020
Avg closing price $14.70
Price range $13.15 - $16.29
Increased shares by 88.2% (+88.1k shares) Q2 2020
Avg closing price $15.80
Price range $11.94 - $19.76
Increased shares by 129.5% (+56.4k shares) Q1 2020
Avg closing price $20.94
Price range $12.38 - $24.97
Increased shares by 24.8% (+8.64k shares) Q4 2019
Avg closing price $24.01
Price range $23.02 - $25.18

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